Enforce the handover gates
Finance verifies quotations; the job handover requires receipt of the advance. Store estimates route for approval, and shortages prepare purchasing requests alongside material issues.
A working proof of concept for a joinery group connects sales, Finance, site measurement, material approvals, CNC, a separate coating company, delivery, installation and after-sales repairs. We built it from the client’s workflow documents and existing-system menu evidence.
A made-to-order job crosses departments and legal companies before it reaches the customer. Quotations need Finance review, work needs a received advance, materials need cost approval, and installation depends on both production and site readiness. Returns, warranty work and chargeable repairs must still point back to the job.
We packaged the workflow in two Odoo 17 modules and configured three legal companies with two sales branches. Each transition belongs to a defined role. The demo contains prepared jobs at different stages so department users can test the complete handover, not just view a dashboard.
Finance verifies quotations; the job handover requires receipt of the advance. Store estimates route for approval, and shortages prepare purchasing requests alongside material issues.
CNC and coating stages sit on the job. The separate coating company receives linked trading documents; delivery is refused until production and site readiness conditions are met.
Material returns move stock back to the store and reduce the job’s consumed-material cost. Repair requests follow estimate, approval and repair stages, then warranty closure or invoicing.
The proof of concept turns the documented process into a working sequence of role-controlled records, stock movements and trading documents. It lets the client test who can move a job forward, what blocks it and how material, coating and labour costs reach the job cost sheet.
Working proof of concept with prepared demonstration data, not a production rollout. Approval thresholds and commercial assumptions remain settings for client confirmation. Payroll and automatic intercompany eliminations are outside its scope.
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